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Sales in the field

Sales in the field is what makes Field Service stand out today. Are you one of the many companies overlooking how anyone can sell?

Keep reading to discover how to transform field service technicians, inspectors and agents into sales professionals in the field.

[READ ALSO] Digital Transformation Trends of 2021 >>


Why technicians are made for sales in the field?

Field service technicians are made for sales - Field Service Inspections and Mobility

Have you thought about how your field technicians are actually in an excellent position to make additional sales offers?

When your field worker is at a customer, they bridge the gap between your business and your customer. They know firsthand what the customer needs hence why it makes sense that they can achieve more during their visits.


The job is done what now?

The job is done what now - Field Service Inspections and Mobility

Should it all end when your field technician has done his job? Why not give the field worker the tools to pave the way to another touchpoint or sales opportunity?

As such you can transform your field workers into powerful salespeople. So they can make personalised offers during each visit and enhance the customer experience.

Here are reasons why you should seriously consider sales in the field. 

  • They are already with the client and understand their needs at that moment better than anyone.
  • Your customers trust them because field technicians know what they are doing.
  • Sales can be achieved right there and then.

Achieve an unforgettable customer experience through sales in the field.

Teach field technicians to sell naturally - Field Service Inspections and Mobility

Think about it. Sometimes upgrading to a newer model is a lot more profitable for both parties. Today, Field Service has the potential to become more than just fixing and inspecting.

Additionally, your customer doesn’t always realise what they exactly need. What you need to give your field workers are the tools to identify sales opportunities.

In turn, they can present your customers with upgrades, replacements or added services at any time.


Teach Field technicians to sell naturally

At the end of the day, field service technicians were traditionally never meant to be sellers. Furthermore, the idea of selling could even make them uncomfortable.

That is why you should focus more on teaching your team to give advice and suggestions. Their interactions with your customers will stay a lot more natural and eventually boost confidence.


Identify Sales opportunities in the field with smart tools.

Identify sales opportunities in the field - Field Service Inspections and Mobility

Moreover, identifying sales opportunities with tools such as Resco Inspections relieves even more pressure. You are sure to never miss out on an opportunity with a smart mobile application.

With the real-time data in the Resco Inspections app, you can set alerts whenever an opportunity emerges.

Here is how you can make sales in the field an astonishing success. 

  • The right questions – Teach your field workers how they can ask your clients the right questions to confidently present personalised offers.
  • The right tool – Equip your fieldworker with a digital mobile solution to have everything on hand both online and offline
    • Access and record customer information
    • Smart recommendations and alerts
    • Generate quotes, capture signatures, and more.

[READ MORE] Inspections & Mobility in a Nutshell >>


Next-up: Is dispatching fewer field workers possible?

Fieldwork amidst the raging pandemic

Questions on how you can make sales in the field possible?

Fieldwork amidst the raging Pandemic

How does a global pandemic manage to block your fieldwork operations almost completely? Well, travelling is still restricted and even banned in some areas. It gets even more challenging at this point. As long as social distancing is mandatory, your employees have to do the job alone.

This year’s digital transformation trends already reflect heavily on overcoming these hurdles.

[READ] Digital Transformation Trends of 2021 >>

Keep reading to discover how to keep your fieldwork ongoing amidst the raging pandemic.


Rethinking Fieldwork and Inspections amidst the raging pandemic

What should be number one on your to-do list is to avoid overworking your field workers without endangering their safety. These hurdles led businesses to brainstorm about alternative approaches regarding fieldwork.

[READ] Inspections & Mobility in a Nutshell >>


Two always gets the job done

Fieldwork and supervision in times of COVID19

Imagine a junior field technician trying to repair a machine when suddenly the job becomes a lot more complex than predicted. With no supervisor around to offer guidance, it’s pretty obvious that the issue won’t be resolved in time.

Besides that, there might not be a senior team member available to take up yet another task. It goes without saying that it would be disastrous to put all the workload on a senior team member alone.

However work needs to be done and in some cases, it has to be done immediately in order to ensure safety. 


Augmented Reality and Remote Assistance through Resco Inspections

Resco Inspections mobile app with AR en remote Assistance

This is where remote assistance comes into play. Nowadays, mobile applications like Resco Inspections can function as an online or offline platform for training and support. Field workers independently access manuals, step-by-step guides and even video tutorials for any given scenario.

When the issue is too difficult to solve, the field worker launches an augmented reality (AR) video call with a senior technician. What makes this feature even more powerful is the ability for both parties to draw AR instructions live. You can enable your team to work together in real-time and also fix the issue instantly.

Discover how Resco Inspections makes remote assistance possible


Work smarter from a distance

Resco Inspections as a digital tool when in-person assistance is restricted

Get your business to deliver consistent field service amidst the raging pandemic. That way you always meet your customer’s expectations no matter who you dispatch to the site.

Subscribe to our newsletter and be the first to catch our upcoming case on Inspections and remote fieldwork.


Questions on keeping your fieldwork going amidst the raging pandemic?

Industries that need to go digital

What is holding your business back from a successful digital evolution?

Going digital might seem like a costly and time-consuming overhaul of your internal operations. When in fact, achieving digitalisation is a lot less scary and complicated than it looks.

The truth is, all industries need to prioritize digitisation to survive in these digitally driven times. Outdated paper-based processes are drastically limiting your business’ financial gain and given the competitiveness in your industry, getting ahead now is more than ever crucial. 

These Industries are still reliant on paper and are in desperate need of going digital:

  1. Housing & Real Estate
  2. Construction & Manufacturing
  3. Energy
  4. Finance & Insurance
  5. Health & Safety

The first step to digitisation

In essence, digitisation is all about recognizing the problem and taking a step forward by opting for a digital solution.

First, it’s all about locating the manually driven processes that are running inefficiently. When you recognize these obstacles and identify the areas in severe need of improvement, it becomes a matter of finding the right tools to help you smoothly manage and simplify those processes.

Take a look at what paper-based processes might be hindering your business’ growth:

  • Move-in & -out checklist
  • Real estate diagnostics
  • Occupational risk management
  • Installation & maintenance of fire protection equipment
  • Tenancy audits
  • Regular checks and upkeep of equipment and installation
  • Progress monitoring
  • Machinery maintenance
  • Product quality control checklist
  • Customer satisfaction surveys
  • Gas certification and compliance
  • Pipelines inspection
  • Progress monitoring
  • Machinery maintenance
  • Assessment of insurance claims on-site
  • ISO certification
  • Risk Assessments
  • Audits
  • Asbestos risk management
  • Cleaning checklist
  • Fire risk assessment
  • Workplace safety inspections
  • Vehicle safety inspections
  • Covid19 Checklist

Reasons why you should go digital?

Customer centricity is key to winning in the market these days. This implies much more than delivering high-quality products or solutions; customers expect superior service.

Fit for purpose solutions helps your dispatchers to schedule field tasks efficiently while assisting your field team in reaching the site quickly and finishing their tasks flawlessly.

Efficient scheduling, first-time fixes, clear insights into warranty and SLAs and prompt, correct billing help you save costs. Even more, service, when done well, can be a huge profit centre.

World-class field services will not only affect initial product purchases; it will also impact the value of your brand and keep customers coming back again and again.

If handled well, field services can evolve from reactive to preventive and even predictive maintenance. Your field workers – who know the customer better than anyone – can become a commercial representation and boost your cross and upselling capabilities.

From request to invoice.

Beat your competitors who aren’t on top of these trends and challenges.

LOOKING FOR MORE CONCRETE USE CASES, REAL-LIFE DEMOS AND TYPICAL SCENARIOS?

Discover our upcoming online seminars and events to explore new ways to support your employees.

Questions on how your business can go paperless?

You can always get in touch for more detailed information about these topics. Don’t hesitate to contact us.

Resco.next 2019 Rome: business mobility for Dynamics 365

Admiral Dynamics was present at resco.next 2019 in Rome on October 24-25. That’s the annual enterprise mobility event of our partner Resco we didn’t want to miss out on. Our managing partners Marga Van Laere and Jure Jesenovec participated in this educational and inspirational conference to learn about new features including the product roadmap firsthand, to discover Resco’s strategic business mobility insights and to network and get technical support.

With IT and business professionals from 75 companies and 23 countries in the audience, it’s definitely the perfect occasion to get in-depth product knowledge about Resco Cloud in all its flavours like Mobile Sales, Field Service, Routes and Inspections for Microsoft Dynamics 365/CRM.

Our team kicked off the day with a 5k run just before the conference started. “Mens sana in corpore sano” like the Romans would say. After Resco’s CEO Miro Pomsar inspiring keynote, you could follow 2 different session tracks (technical or business oriented). That’s also the reason why Admiral Dynamics was there with two persons.

CEO Admiral Dynamics aka Marga running at resco.next 2019
The early bird catches the worm: a 5k run before resco.next 2019 kicked off!

Curious how Jure, CRM strategy and implementation expert, experienced the Resco event:

Resco.next opened my eyes into a field of advanced mobility. It provided an overview of what is already available today and a sneak peek into the future of mobility.

Jure Jesenovec about resco.next 2019 Rome
A smartwatch for every attendee of resco.next 2019 Rome.

Most interesting highlights for Jure were:

  • Routes: because of its intelligent overview and ability to check where your employees are likely going to be in the next few hours.
  • Inspections: it offers so much more than the name would suggest – it’s an advanced mobile platform for automated business processes.
Resco Routes as shown at resco.next 2019 Rome.

Sharing experiences with other partners worldwide, being able to talk to Resco professionals and spending time at an extremely nice venue made it definitely the mobility event of the year.”

Jure Jesenovec about resco.next 2019 Rome
Networking at resco.next 2019 Rome.

As always, the resco.next conference was truly enlightening and inspiring. Definitely worth participating! The next European edition will be in Budapest: we are already looking forward to it.

Would you like to know more about resco.next 2019? Get in touch, we’ll tell you all about it.

Image source: Resco / own pictures

Admiral Dynamics @ Resco.next 2018 Prague

Resco.next 2018 Prague: our experiences

Admiral Dynamics was present at resco.next 2018 in Prague on November 15-16. Resco.next is an educational conference organised by Resco and designed for all IT and business professionals interested in the Resco Mobile CRM solutions. Both Marga Van Laere and Koen Van de Vyver participated at the business mobility event of the year to get in-depth product knowledge about Resco Mobile CRM for Microsoft Dynamics 365/CRM.

Curious how they experienced the 2-day conference? Read Koen’s report of the resco.next 2018:

Get to know Resco Mobile CRM

“Let’s kick off with some interesting stats. This background information will give you a better understanding of Resco Mobile CRM.

Currently, Resco has 2.200 company customers (51% Europe, 39% North-America, 8% New-Zealand, 2% other countries), 150.000 licensed mobile users, with an average daily use of 11 sessions a day, 9 minutes and 42 seconds per session, which totals in a staggering 1 hour 42 minutes a day.

No wonder that Resco.next 2018 attracts more than 200 attendees from over 24 countries, representing 92 companies and enjoying 28 sessions in 2 days. These sessions are divided in 2 tracks: a sales-oriented business track and a more technical track. Of course, there’s plenty of time to network in order to get to know the team behind Resco. As well as having one-on-one conversations with the Resco engineers and learn from partners and even competitors.

So what are my key take-aways from Resco.next 2018?

  • First of all, Resco will invest heavily in partnerships. The partner enablement program lets business partners step up their game and is an example of their partner’s focus. However, from a partner perspective, the most interesting news came from Resco’s announcement. In the future, Resco will deliver a robust mobile solution to Microsoft Dynamics 365 for Field Service. Read the full press release at PRNewswire.
  • Secondly, Resco’s road map looks both interesting and promising. Aditionally, Resco will further developtheir Route Planner and Inspections modules. Their functionalities are a great addition to the Dynamics 365/CRM stack. Which makes me extremely happy as a Dynamics consultant. Moreover, Resco will push out the HTML version of the Woodford configuration tool. This brings them back to the present, as the old Silverlight version depreciated in 2020.
  • Last but not least, Resco confirmed its status as the leading mobile solution for Dynamics CRM and Salesforce. The inspirational sessions hosted by partners and with the Mobility Success Panel made that clear. Participants of the panel were Gustaf Westerlund, Jeremy Higgins, Ilya Naroditskiy, Daniel Buzatu, Nils Oltenau and myself (Koen Van de Vyver). These panelists shared some of their insights. Moreover, they also gave sound advice on things you should (re)think of before implementing Resco as a mobile solution.”

As always, the resco.next conference was truly educational and inspirational. Definitely worth participating! The next European edition is in Rome: Admiral Dynamics will be there for sure.

Would you like to know more about resco.next 2018? Get in touch, we’ll tell you all about it!